Email and request triage
Sort a shared inbox, draft first replies, and route requests to the right person for review.
AI agents and business process improvement
Take the routine steps out of your business processes.
Many businesses lose time to the same loops: chasing approvals, retyping intake details, building the monthly report, and sorting a shared inbox. We map the process first, remove steps that do not need to exist, and then automate what is left with Microsoft 365, Power Automate and Copilot Studio agents.
How an engagement works
- Pick one process that costs your team the most time
- We map it as it runs today and mark steps to drop, keep or automate
- You get a written plan and quote by email before any work starts
- A person approves anything an agent drafts or sends
We work by email only. No calls or meetings.
Where AI agents help
An AI agent is software that handles a routine task using your own files and rules, then hands off to a person for the decisions. These are common starting points.
Customer and sales follow-up
Prepare follow-up drafts from your CRM notes and flag the accounts that have gone quiet.
Document and form intake
Pull the key fields from forms and attachments into SharePoint or a list so nobody retypes them.
Internal help desk
Answer common staff questions from your own policies and hand anything unusual to a person.
Business process improvement with Microsoft 365
Approvals
Replace email chains with a clear approval flow in Teams or Outlook, with a record of who approved what.
Intake
One form and one place for new requests, orders or onboarding, instead of five spreadsheets.
Reporting
Build the weekly or monthly report from one source so it stops being a manual copy-and-paste job.
Tracking work
Move work tracking out of scattered files into SharePoint lists, Planner or Power Apps.
Safe by design
- Human in charge. Agents draft and prepare. A named person reviews anything that goes to a customer, a payment or a record of truth.
- Permissions first. We check sharing and access in your Microsoft 365 tenant before an agent can read your files. See Copilot Ready setup.
- Your data stays in your tenant. We use Microsoft tools you already license, with limits on what each agent can see and do.
- No guesses on results. We do not promise hours saved. We tell you what we expect to change and how you can check it.
How to start
- Send us a note. Use the form below or email hello@TRUE.org. Describe one process, who is involved and which Microsoft 365 plan you have.
- Written plan and quote. We reply within one business day with what we would change and the exact price.
- Pay first. Work starts after payment, as on our services and prices page.
- We build it. Updates stay in email, and your team reviews before anything goes live.
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Tell us about a process
Send a short note. We reply by email within one business day.
Prefer email? Write to hello@TRUE.org.
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